ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 82 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,313 | +1.4% | 258 | 0.0% | 0.00% | – |
| Q2 2023 | $16,086 | +20.7% | 258 | 0.0% | 0.00% | – |
| Q4 2022 | $13,332 | -79.5% | 258 | -78.3% | 0.00% | – |
| Q3 2022 | $65,000 | +400.0% | 1,187 | +360.1% | 0.00% | – |
| Q2 2022 | $13,000 | -23.5% | 258 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | -10.5% | 258 | 0.0% | 0.00% | – |
| Q4 2021 | $19,000 | +11.8% | 258 | 0.0% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | -10.5% | 258 | +316.1% | 0.00% | – |
| Q1 2021 | $19,000 | +5.6% | 62 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +12.5% | 62 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 62 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | +36.4% | 62 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -42.1% | 62 | -31.1% | 0.00% | – |
| Q4 2019 | $19,000 | +11.8% | 90 | 0.0% | 0.00% | – |
| Q3 2019 | $17,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2019 | $17,000 | -97.9% | 90 | -98.7% | 0.00% | -100.0% |
| Q4 2015 | $814,000 | +9.1% | 6,767 | +1.6% | 0.00% | 0.0% |
| Q3 2015 | $746,000 | -6.9% | 6,660 | -1.4% | 0.00% | 0.0% |
| Q2 2015 | $801,000 | +62.8% | 6,752 | +62.3% | 0.00% | 0.0% |
| Q1 2015 | $492,000 | -46.7% | 4,160 | -49.0% | 0.00% | 0.0% |
| Q4 2014 | $923,000 | – | 8,160 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |